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Foundational Knowledge
Learn the core concepts of AI agents: what they are, how they work, and features like Retrieval-Augmented Generation (RAG), security, and integrations.
Real-World Applications
Explore how AI agents can automate tasks, support decision-making, and create efficiencies in your work or organization through tailored use-cases.
Hands-On Building
Design and deploy your first AI agent, no coding skills needed. Leave with working AI agents tailored to your own needs. Need help? We'll be there to support.
Secure Agentic AI for Retirement Plan Administration, Asset Management, and Insurance Operations
StackAI helps financial services leaders like Principal Financial Group deploy secure AI agents that connect to internal retirement, insurance, and asset management data sources, automate document analysis and compliance workflows, and streamline back-office operations—with enterprise-grade governance, SOC 2 Type II compliance, and on-premise deployment options built for regulated industries.
Granular RBAC
Create custom roles and groups
Global Policy
Admins set cross-cutting policy
Agentic Development Life Cycle
The safest path from prototype to production
Analytics
Customizable audit logs and global analytics
Delegated Permissions
Enforce end-user access to sensitive information
Scope Control
Assign users and groups to private folders
A leading wealth management firm used StackAI to deploy AI agents that automatically classify millions of documents at scale, dramatically improving efficiency and accuracy across client portfolio, investment, and regulatory document processing workflows.
Workflows used
Document classification at scale.
AI-powered document processing for wealth management
Millions of documents classified automatically
How a Wealth Management Firm Classifies Millions of Documents with AI Agents
integrations
With 100+ enterprise integrations, AI agents built on StackAI can read, write, and execute tasks within your existing systems.
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HIPAA
Secure, certified handling of sensitive health information.
Healthcare
001
GDPR
Advanced privacy standards for the protection of personal data.
Europe
002
SOC 2 Type II
Verified security practices for enterprise-grade data protection.
SECURITY
003
ISO 27001
Global excellence in information security management.
global
004
